Contextual lead generation in an automated communication link establishment and management system
First Claim
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1. A system for a closed loop process in connection with an automatic calling system, comprising:
- a communication link establishment and management system configured to selectively establish a communication channel between a user and a target, the communication link establishment and management system having a data store for storing contextual lead information associated with targets;
the communication link establishment and management system being operative to initiate a plurality of outbound calling attempts to establish communication with a plurality of targets, and to store information associated with each target, including information concerning a status of a target, an attention class associated with a target, a date before which further communications should not be attempted with the target, and information concerning next steps to be taken with respect to the target; and
the communication link establishment and management system being programmed to automatically interface with a customer relationship management system to transfer said information to the customer relationship management system to update a database associated with the customer relationship management system.
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Abstract
Methods and systems are disclosed herein for contextual lead generation in an automated communication link establishment and management system. In addition, systems and methods are disclosed for automatically integrating an automated calling system with a customer relationship management system, contact management system, and/or task management system, so that historical information stored concerning past contact activity and automated calling sessions relating to contacts is automatically updated in the customer relationship management system, contact management system, and/or task management system.
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Citations
1 Claim
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1. A system for a closed loop process in connection with an automatic calling system, comprising:
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a communication link establishment and management system configured to selectively establish a communication channel between a user and a target, the communication link establishment and management system having a data store for storing contextual lead information associated with targets; the communication link establishment and management system being operative to initiate a plurality of outbound calling attempts to establish communication with a plurality of targets, and to store information associated with each target, including information concerning a status of a target, an attention class associated with a target, a date before which further communications should not be attempted with the target, and information concerning next steps to be taken with respect to the target; and the communication link establishment and management system being programmed to automatically interface with a customer relationship management system to transfer said information to the customer relationship management system to update a database associated with the customer relationship management system.
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Specification
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Current AssigneeConnectandsell Incorporated
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Original AssigneeConnectandsell Incorporated
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InventorsBeall, Christopher W., Godley, Mark, Wilmsen, James Michael
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Primary Examiner(s)Addy, Thjuan K
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Application NumberUS14/161,339Time in Patent Office377 DaysField of Search379/265.01, 379/266.07, 379/265.02, 379/265.05, 379/265.1, 379/265.11, 379/266.08, 379/266.01US Class Current379/266.07CPC Class CodesH04M 2203/552 Call annotationsH04M 2203/555 Statistics, e.g. about subs...H04M 2203/558 DatabasesH04M 3/5158 in combination with automat...H04M 3/5175 Call or contact centers sup...
